# Howland Capital Management LLC

> Howland Capital Management LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 1972, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 104726
- Filed as: HOWLAND CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104726
- AdvisorCensus page: https://advisorcensus.com/firm/howland-capital-management-llc-boston-ma-104726

## Quick answers

**How is Howland Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Howland Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Howland Capital Management LLC located?**
Howland Capital Management LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Howland Capital Management LLC registered with the SEC or a state?**
Howland Capital Management LLC is an SEC-registered investment advisory firm, registered since 1972. Status as filed: Approved. CRD 104726.

**How much does Howland Capital Management LLC manage?**
Howland Capital Management LLC reports $3,739,989,265 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Howland Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Howland Capital Management LLC: Regulatory assets under management: $2,556,791,681 in the October 2021 data and $3,739,989,265 in the October 2026 data, up 46%. Total employees: 27 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Howland Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,125); high net worth individuals (145); charitable organizations (27).

**Which custodians does Howland Capital Management LLC use?**
Howland Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Advisors Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Howland Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104726

**What changed in Howland Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $3,322,697,821 to $3,739,989,265 (+13%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Advisors Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,739,989,265
- Discretionary: $3,739,989,265
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,125 | $1,348,920,126 |
| High net worth individuals | 145 | $1,916,987,721 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $24,831,257 |
| Charitable organizations | 27 | $375,333,389 |
| Corporations or other businesses not listed above | 8 | $73,916,772 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1972 (54 years)
- Employees: 35 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, ME, MO, MT, NC, NH, NJ, NY, OH, OR, PA, RI, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- howlandcapital.com
- LinkedIn @howland-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,556,791,681 | 27 | March 5, 2021 |
| October 2022 | $2,901,056,797 | 27 | April 25, 2022 |
| October 2023 | $2,576,264,958 | 31 | March 31, 2023 |
| October 2024 | $2,776,205,185 | 32 | March 29, 2024 |
| October 2025 | $3,322,697,821 | 33 | March 31, 2025 |
| October 2026 | $3,739,989,265 | 35 | March 31, 2026 |

Regulatory assets under management: $2,556,791,681 in the October 2021 data and $3,739,989,265 in the October 2026 data, up 46%.
Total employees: 27 in October 2021 and 35 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 11.
- Regulatory assets under management went from $3,322,697,821 to $3,739,989,265 (+13%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Howland Capital Management LLC (CRD 104726): Form ADV filing data as of October 2026.